SIP गुंतवणूक 2022 साठी 7 सर्वोत्तम मिड आणि स्मॉल कॅप फंड

Updated on October 14, 2025 , 44608 views

मिड कॅप आणिस्मॉल कॅप फंड इक्विटीचा एक प्रकार आहेम्युच्युअल फंड जे भविष्यातील नेते बनण्याची क्षमता असलेल्या कंपन्यांच्या स्टॉकमध्ये गुंतवणूक करते. हे फंड दीर्घकालीन कालावधीत त्यांच्या संभाव्य वितरणासाठी ओळखले जातात.मिड कॅप फंड ज्या कंपन्यांमध्ये एबाजार INR 500 Cr ते INR 1000 Cr चे कॅपिटलायझेशन (MC = कंपनी X बाजार भावाने जारी केलेल्या समभागांची संख्या). आणि, स्मॉल कॅप्सची व्याख्या साधारणत: सुमारे INR 500 कोटी मार्केट कॅप असलेल्या कंपन्या म्हणून केली जाते. जरी, मिड आणि स्मॉल कॅप फंडांमध्ये लार्ज कॅपपेक्षा जास्त जोखीम असते, या कंपन्या जर व्यवस्थित व्यवस्थापित केल्या तर दीर्घकाळात मोठ्या कंपन्यांमध्ये बदलू शकतात. या फंडांमध्ये गुंतवणूक करण्याची योजना आखत असलेल्या गुंतवणूकदारांना a द्वारे गुंतवणूक करण्याचा सल्ला दिला जातोSIP. SIP किंवा पद्धतशीरगुंतवणूक योजना सर्वात प्रभावी मार्ग आहेगुंतवणूक मध्येइक्विटी फंड. एसआयपी ही साधारणपणे मासिक किंवा त्रैमासिक गुंतवणूक असते जी पूर्व-निर्धारित तारखेला आपोआप होते. त्याच्या गुंतवणुकीच्या प्रक्रियेमुळे, ते इक्विटी गुंतवणुकीचे नुकसान टाळू शकते. गुंतवणुकीला सवय लावण्यासाठी SIP हे एक उत्तम साधन आहे. तर, येथे सर्वोत्तम मिड आणि स्मॉल कॅप फंड आहेतएसआयपी गुंतवणूक 2022 - 2023 गुंतवणूक करण्यासाठी.

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SIP FY 22 - 23 साठी सर्वोत्तम कामगिरी करणारे मिड कॅप आणि स्मॉल कॅप फंड

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Invesco India Mid Cap Fund Growth	₹186.6 ↑ 0.70	₹8,062	500	1.8	21.5	8.5	29.2	28.6	43.1
Motilal Oswal Midcap 30 Fund Growth	₹105.107 ↑ 0.05	₹34,780	500	1.7	16.7	-3.7	27.2	33.8	57.1
HDFC Mid-Cap Opportunities Fund Growth	₹198.155 ↑ 0.41	₹83,105	300	-0.2	14.6	2.8	26.7	29.7	28.6
Edelweiss Mid Cap Fund Growth	₹102.766 ↑ 0.56	₹11,297	500	0.4	13.6	0.4	25.4	29.6	38.9
Sundaram Mid Cap Fund Growth	₹1,413.87 ↑ 5.55	₹12,501	100	1.3	13.8	-0.5	24.1	27	32
Kotak Emerging Equity Scheme Growth	₹139.761 ↑ 0.51	₹56,988	1,000	1.9	18.6	2.3	23.2	27.8	33.6
HDFC Small Cap Fund Growth	₹141.785 ↑ 0.46	₹36,294	300	-1.4	15.9	-0.9	23.2	30.1	20.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Oct 25

Research Highlights & Commentary of 7 Funds showcased

Commentary	Invesco India Mid Cap Fund	Motilal Oswal Midcap 30 Fund	HDFC Mid-Cap Opportunities Fund	Edelweiss Mid Cap Fund	Sundaram Mid Cap Fund	Kotak Emerging Equity Scheme	HDFC Small Cap Fund
Point 1	Bottom quartile AUM (₹8,062 Cr).	Lower mid AUM (₹34,780 Cr).	Highest AUM (₹83,105 Cr).	Bottom quartile AUM (₹11,297 Cr).	Lower mid AUM (₹12,501 Cr).	Upper mid AUM (₹56,988 Cr).	Upper mid AUM (₹36,294 Cr).
Point 2	Established history (18+ yrs).	Established history (11+ yrs).	Established history (18+ yrs).	Established history (17+ yrs).	Oldest track record among peers (23 yrs).	Established history (18+ yrs).	Established history (17+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (upper mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 28.63% (lower mid).	5Y return: 33.76% (top quartile).	5Y return: 29.75% (upper mid).	5Y return: 29.65% (lower mid).	5Y return: 27.00% (bottom quartile).	5Y return: 27.80% (bottom quartile).	5Y return: 30.13% (upper mid).
Point 6	3Y return: 29.25% (top quartile).	3Y return: 27.24% (upper mid).	3Y return: 26.68% (upper mid).	3Y return: 25.41% (lower mid).	3Y return: 24.11% (lower mid).	3Y return: 23.20% (bottom quartile).	3Y return: 23.19% (bottom quartile).
Point 7	1Y return: 8.49% (top quartile).	1Y return: -3.70% (bottom quartile).	1Y return: 2.81% (upper mid).	1Y return: 0.43% (lower mid).	1Y return: -0.47% (lower mid).	1Y return: 2.34% (upper mid).	1Y return: -0.92% (bottom quartile).
Point 8	Alpha: 0.00 (bottom quartile).	Alpha: 4.99 (upper mid).	Alpha: 3.39 (lower mid).	Alpha: 3.95 (upper mid).	Alpha: 2.99 (lower mid).	Alpha: 5.63 (top quartile).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 0.14 (top quartile).	Sharpe: -0.18 (upper mid).	Sharpe: -0.28 (lower mid).	Sharpe: -0.28 (lower mid).	Sharpe: -0.33 (bottom quartile).	Sharpe: -0.21 (upper mid).	Sharpe: -0.33 (bottom quartile).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.57 (upper mid).	Information ratio: 0.88 (top quartile).	Information ratio: 0.39 (upper mid).	Information ratio: 0.22 (lower mid).	Information ratio: -0.12 (bottom quartile).	Information ratio: 0.00 (bottom quartile).

Invesco India Mid Cap Fund

Bottom quartile AUM (₹8,062 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 28.63% (lower mid).
3Y return: 29.25% (top quartile).
1Y return: 8.49% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.14 (top quartile).
Information ratio: 0.00 (lower mid).

Motilal Oswal Midcap 30 Fund

Lower mid AUM (₹34,780 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 33.76% (top quartile).
3Y return: 27.24% (upper mid).
1Y return: -3.70% (bottom quartile).
Alpha: 4.99 (upper mid).
Sharpe: -0.18 (upper mid).
Information ratio: 0.57 (upper mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹83,105 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 29.75% (upper mid).
3Y return: 26.68% (upper mid).
1Y return: 2.81% (upper mid).
Alpha: 3.39 (lower mid).
Sharpe: -0.28 (lower mid).
Information ratio: 0.88 (top quartile).

Edelweiss Mid Cap Fund

Bottom quartile AUM (₹11,297 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 29.65% (lower mid).
3Y return: 25.41% (lower mid).
1Y return: 0.43% (lower mid).
Alpha: 3.95 (upper mid).
Sharpe: -0.28 (lower mid).
Information ratio: 0.39 (upper mid).

Sundaram Mid Cap Fund

Lower mid AUM (₹12,501 Cr).
Oldest track record among peers (23 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 27.00% (bottom quartile).
3Y return: 24.11% (lower mid).
1Y return: -0.47% (lower mid).
Alpha: 2.99 (lower mid).
Sharpe: -0.33 (bottom quartile).
Information ratio: 0.22 (lower mid).

Kotak Emerging Equity Scheme

Upper mid AUM (₹56,988 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 27.80% (bottom quartile).
3Y return: 23.20% (bottom quartile).
1Y return: 2.34% (upper mid).
Alpha: 5.63 (top quartile).
Sharpe: -0.21 (upper mid).
Information ratio: -0.12 (bottom quartile).

HDFC Small Cap Fund

Upper mid AUM (₹36,294 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 30.13% (upper mid).
3Y return: 23.19% (bottom quartile).
1Y return: -0.92% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.33 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

* आधारीत निधीची यादीमालमत्ता >= 500 कोटी यावर आधारित आणि क्रमवारी लावली3 वर्षCAGR परत.

1. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Research Highlights for Invesco India Mid Cap Fund

Bottom quartile AUM (₹8,062 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 28.63% (lower mid).
3Y return: 29.25% (top quartile).
1Y return: 8.49% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.14 (top quartile).
Information ratio: 0.00 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Swiggy Ltd (~5.0%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (16 Oct 25)	₹186.6 ↑ 0.70 (0.38 %)
Net Assets (Cr)	₹8,062 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.14
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹15,993
30 Sep 22	₹16,218
30 Sep 23	₹20,052
30 Sep 24	₹32,068
30 Sep 25	₹32,954

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 25

Duration	Returns
1 Month	1.8%
3 Month	1.8%
6 Month	21.5%
1 Year	8.5%
3 Year	29.2%
5 Year	28.6%
10 Year
15 Year
Since launch	17.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	43.1%
2023	34.1%
2022	0.5%
2021	43.1%
2020	24.4%
2019	3.8%
2018	-5.3%
2017	44.3%
2016	1.1%
2015	6.4%

Fund Manager information for Invesco India Mid Cap Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	1.81 Yr.
Amit Ganatra	1 Sep 23	2 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	30.14%
Health Care	18.68%
Consumer Cyclical	17.28%
Industrials	11.33%
Real Estate	7.58%
Technology	7.55%
Basic Materials	5.07%
Communication Services	1.53%

Asset Allocation

Asset Class	Value
Cash	0.84%
Equity	99.16%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	5%	₹400 Cr	9,763,728 ↑ 1,008,324
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	5%	₹366 Cr	16,854,973
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	4%	₹340 Cr	2,179,545 ↑ 147,923
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	4%	₹325 Cr	2,031,299 ↑ 14,403
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| GLENMARK	4%	₹323 Cr	1,676,417
JK Cement Ltd (Basic Materials) Equity, Since 31 Oct 22 \| JKCEMENT	4%	₹322 Cr	463,277
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	4%	₹318 Cr	1,519,233
Trent Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| TRENT	4%	₹309 Cr	583,431 ↑ 142,280
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	3%	₹280 Cr	14,592,638
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| AUBANK	3%	₹280 Cr	3,893,254 ↑ 2,304,000

2. Motilal Oswal Midcap 30 Fund

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Research Highlights for Motilal Oswal Midcap 30 Fund

Lower mid AUM (₹34,780 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 33.76% (top quartile).
3Y return: 27.24% (upper mid).
1Y return: -3.70% (bottom quartile).
Alpha: 4.99 (upper mid).
Sharpe: -0.18 (upper mid).
Information ratio: 0.57 (upper mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Dixon Technologies (India) Ltd (~10.1%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (16 Oct 25)	₹105.107 ↑ 0.05 (0.05 %)
Net Assets (Cr)	₹34,780 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.18
Information Ratio	0.57
Alpha Ratio	4.99
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹16,771
30 Sep 22	₹20,631
30 Sep 23	₹24,973
30 Sep 24	₹42,904
30 Sep 25	₹39,390

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048 Invest Now

Returns for Motilal Oswal Midcap 30 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 25

Duration	Returns
1 Month	-0.8%
3 Month	1.7%
6 Month	16.7%
1 Year	-3.7%
3 Year	27.2%
5 Year	33.8%
10 Year
15 Year
Since launch	22.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	57.1%
2023	41.7%
2022	10.7%
2021	55.8%
2020	9.3%
2019	9.7%
2018	-12.7%
2017	30.8%
2016	5.2%
2015	16.5%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.92 Yr.
Niket Shah	1 Jul 20	5.17 Yr.
Rakesh Shetty	22 Nov 22	2.78 Yr.
Sunil Sawant	1 Jul 24	1.17 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Technology	37.96%
Consumer Cyclical	26.86%
Industrials	20.24%
Communication Services	3.34%
Health Care	3.21%
Financial Services	3.2%
Real Estate	2.58%

Asset Allocation

Asset Class	Value
Cash	2.61%
Equity	97.39%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	10%	₹3,505 Cr	2,099,999
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	10%	₹3,405 Cr	19,750,000 ↑ 1,749,950
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| TRENT	9%	₹3,179 Cr	6,000,000 ↑ 750,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| 543320	9%	₹3,140 Cr	100,000,000 ↑ 100,000,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	9%	₹3,025 Cr	60,000,000 ↑ 9,923,760
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	9%	₹3,018 Cr	25,000,000 ↑ 11,130,003
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	8%	₹2,918 Cr	5,500,000 ↑ 99,995
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	6%	₹2,163 Cr	3,050,000 ↑ 300,000
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	4%	₹1,429 Cr	3,750,000 ↑ 250,000
Kaynes Technology India Ltd (Industrials) Equity, Since 30 Jun 25 \| KAYNES	4%	₹1,286 Cr	2,100,000 ↑ 153,298

3. HDFC Mid-Cap Opportunities Fund

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.

Research Highlights for HDFC Mid-Cap Opportunities Fund

Highest AUM (₹83,105 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 29.75% (upper mid).
3Y return: 26.68% (upper mid).
1Y return: 2.81% (upper mid).
Alpha: 3.39 (lower mid).
Sharpe: -0.28 (lower mid).
Information ratio: 0.88 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding Max Financial Services Ltd (~4.9%).

Below is the key information for HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (16 Oct 25)	₹198.155 ↑ 0.41 (0.21 %)
Net Assets (Cr)	₹83,105 on 31 Aug 25
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	-0.28
Information Ratio	0.88
Alpha Ratio	3.39
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹16,703
30 Sep 22	₹17,974
30 Sep 23	₹24,234
30 Sep 24	₹35,709
30 Sep 25	₹35,254

HDFC Mid-Cap Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 Invest Now

Returns for HDFC Mid-Cap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 25

Duration	Returns
1 Month	0.7%
3 Month	-0.2%
6 Month	14.6%
1 Year	2.8%
3 Year	26.7%
5 Year	29.7%
10 Year
15 Year
Since launch	17.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	28.6%
2023	44.5%
2022	12.3%
2021	39.9%
2020	21.7%
2019	0.2%
2018	-11.2%
2017	41.7%
2016	11.3%
2015	5.8%

Fund Manager information for HDFC Mid-Cap Opportunities Fund

Name	Since	Tenure
Chirag Setalvad	25 Jun 07	18.2 Yr.
Dhruv Muchhal	22 Jun 23	2.2 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	24.21%
Consumer Cyclical	18.41%
Health Care	11.74%
Industrials	10.63%
Technology	10.45%
Consumer Defensive	5.7%
Basic Materials	5.39%
Communication Services	2.73%
Energy	2.51%
Utility	1.26%

Asset Allocation

Asset Class	Value
Cash	6.98%
Equity	93.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| MFSL	5%	₹4,108 Cr	25,638,767
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	4%	₹2,987 Cr	13,047,471 ↑ 1,008,442
Coforge Ltd (Technology) Equity, Since 30 Jun 22 \| COFORGE	3%	₹2,659 Cr	15,420,600 ↑ 200,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| AUBANK	3%	₹2,528 Cr	35,207,003 ↑ 682,268
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| FORTIS	3%	₹2,463 Cr	27,020,212 ↑ 1,092,893
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	3%	₹2,451 Cr	127,825,000
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| IPCALAB	3%	₹2,441 Cr	17,634,911 ↑ 181,897
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| INDIANB	3%	₹2,407 Cr	36,854,482
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| GLENMARK	3%	₹2,385 Cr	12,394,203 ↑ 316,182
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| VMM	3%	₹2,251 Cr	150,673,400 ↑ 3,454,943

4. Edelweiss Mid Cap Fund

(Erstwhile Edelweiss Mid and Small Cap Fund )

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

Research Highlights for Edelweiss Mid Cap Fund

Bottom quartile AUM (₹11,297 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 29.65% (lower mid).
3Y return: 25.41% (lower mid).
1Y return: 0.43% (lower mid).
Alpha: 3.95 (upper mid).
Sharpe: -0.28 (lower mid).
Information ratio: 0.39 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Persistent Systems Ltd (~3.1%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (16 Oct 25)	₹102.766 ↑ 0.56 (0.54 %)
Net Assets (Cr)	₹11,297 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	-0.28
Information Ratio	0.39
Alpha Ratio	3.95
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹17,548
30 Sep 22	₹18,442
30 Sep 23	₹22,379
30 Sep 24	₹35,862
30 Sep 25	₹34,839

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 Invest Now

Returns for Edelweiss Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 25

Duration	Returns
1 Month	0.5%
3 Month	0.4%
6 Month	13.6%
1 Year	0.4%
3 Year	25.4%
5 Year	29.6%
10 Year
15 Year
Since launch	14%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	38.9%
2023	38.4%
2022	2.4%
2021	50.3%
2020	26.4%
2019	5.2%
2018	-15.7%
2017	52.3%
2016	2.5%
2015	9.4%

Fund Manager information for Edelweiss Mid Cap Fund

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	0.88 Yr.
Trideep Bhattacharya	1 Oct 21	3.92 Yr.
Raj Koradia	1 Aug 24	1.08 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	23.96%
Consumer Cyclical	15.14%
Industrials	14.17%
Health Care	10.66%
Technology	10.55%
Basic Materials	10.37%
Consumer Defensive	5.25%
Real Estate	2.78%
Energy	1.96%
Communication Services	1.38%
Utility	0.59%

Asset Allocation

Asset Class	Value
Cash	3.17%
Equity	96.82%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	3%	₹351 Cr	662,031
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 21 \| 543220	3%	₹344 Cr	2,981,836
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	3%	₹329 Cr	1,908,695
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| MARICO	3%	₹294 Cr	4,048,052
PB Fintech Ltd (Financial Services) Equity, Since 29 Feb 24 \| 543390	2%	₹276 Cr	1,559,919
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| FORTIS	2%	₹261 Cr	2,865,466
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 17 \| UNOMINDA	2%	₹253 Cr	1,981,889
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹249 Cr	180,547
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Jan 20 \| DIXON	2%	₹245 Cr	146,827
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 May 24 \| CGPOWER	2%	₹223 Cr	3,218,245

5. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Research Highlights for Sundaram Mid Cap Fund

Lower mid AUM (₹12,501 Cr).
Oldest track record among peers (23 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 27.00% (bottom quartile).
3Y return: 24.11% (lower mid).
1Y return: -0.47% (lower mid).
Alpha: 2.99 (lower mid).
Sharpe: -0.33 (bottom quartile).
Information ratio: 0.22 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Cummins India Ltd (~3.9%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (16 Oct 25)	₹1,413.87 ↑ 5.55 (0.39 %)
Net Assets (Cr)	₹12,501 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	-0.33
Information Ratio	0.22
Alpha Ratio	2.99
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹16,223
30 Sep 22	₹17,062
30 Sep 23	₹21,088
30 Sep 24	₹32,926
30 Sep 25	₹31,436

Sundaram Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 25

Duration	Returns
1 Month	0.2%
3 Month	1.3%
6 Month	13.8%
1 Year	-0.5%
3 Year	24.1%
5 Year	27%
10 Year
15 Year
Since launch	23.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	32%
2023	40.4%
2022	4.8%
2021	37.5%
2020	11.8%
2019	-0.3%
2018	-15.4%
2017	40.8%
2016	11.3%
2015	11.2%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	4.52 Yr.
Ratish Varier	24 Feb 21	4.52 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	19.14%
Consumer Cyclical	18%
Industrials	14.64%
Health Care	11.81%
Basic Materials	10.56%
Technology	5.82%
Consumer Defensive	5.19%
Real Estate	3.59%
Utility	2.41%
Communication Services	2.2%
Energy	1.85%

Asset Allocation

Asset Class	Value
Cash	4.78%
Equity	95.2%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| CUMMINSIND	4%	₹494 Cr	1,290,127
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| COROMANDEL	3%	₹395 Cr	1,712,601
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Dec 21 \| FORTIS	3%	₹354 Cr	3,879,249
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	3%	₹328 Cr	1,179,542
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| 532720	2%	₹303 Cr	11,920,703
Lupin Ltd (Healthcare) Equity, Since 31 Jan 23 \| LUPIN	2%	₹297 Cr	1,569,363 ↑ 19,877
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	2%	₹271 Cr	5,375,605 ↓ -641,216
JK Cement Ltd (Basic Materials) Equity, Since 31 Jan 24 \| JKCEMENT	2%	₹259 Cr	373,091 ↓ -9,462
Persistent Systems Ltd (Technology) Equity, Since 30 Apr 22 \| PERSISTENT	2%	₹257 Cr	484,892
Indian Bank (Financial Services) Equity, Since 31 Jul 23 \| INDIANB	2%	₹256 Cr	3,926,468 ↓ -94,797

6. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Research Highlights for Kotak Emerging Equity Scheme

Upper mid AUM (₹56,988 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 27.80% (bottom quartile).
3Y return: 23.20% (bottom quartile).
1Y return: 2.34% (upper mid).
Alpha: 5.63 (top quartile).
Sharpe: -0.21 (upper mid).
Information ratio: -0.12 (bottom quartile).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Fortis Healthcare Ltd (~4.0%).

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme Growth
Launch Date	30 Mar 07
NAV (16 Oct 25)	₹139.761 ↑ 0.51 (0.36 %)
Net Assets (Cr)	₹56,988 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	-0.21
Information Ratio	-0.12
Alpha Ratio	5.63
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹17,258
30 Sep 22	₹18,456
30 Sep 23	₹22,347
30 Sep 24	₹33,348
30 Sep 25	₹33,043

Kotak Emerging Equity Scheme SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 25

Duration	Returns
1 Month	0.6%
3 Month	1.9%
6 Month	18.6%
1 Year	2.3%
3 Year	23.2%
5 Year	27.8%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	33.6%
2023	31.5%
2022	5.1%
2021	47.3%
2020	21.9%
2019	8.9%
2018	-11.7%
2017	43%
2016	10.4%
2015	8.4%

Fund Manager information for Kotak Emerging Equity Scheme

Name	Since	Tenure
Atul Bhole	22 Jan 24	1.61 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	18.06%
Financial Services	16.66%
Industrials	15.5%
Technology	14.13%
Basic Materials	13.34%
Health Care	11.76%
Energy	2.64%
Real Estate	2.26%
Communication Services	2.25%
Consumer Defensive	1.17%

Asset Allocation

Asset Class	Value
Cash	2.18%
Equity	97.82%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 24 \| FORTIS	4%	₹2,254 Cr	24,724,343
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Nov 24 \| GVT&D	4%	₹2,157 Cr	7,761,025 ↑ 175,005
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Jan 23 \| DIXON	3%	₹1,842 Cr	1,103,948
Mphasis Ltd (Technology) Equity, Since 31 Jan 24 \| MPHASIS	3%	₹1,838 Cr	6,593,880
Swiggy Ltd (Consumer Cyclical) Equity, Since 31 Mar 25 \| SWIGGY	3%	₹1,695 Cr	41,366,536
JK Cement Ltd (Basic Materials) Equity, Since 31 Mar 20 \| JKCEMENT	3%	₹1,685 Cr	2,426,390
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| IPCALAB	3%	₹1,662 Cr	12,005,038 ↑ 96,483
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Dec 24 \| VMM	3%	₹1,656 Cr	110,859,899 ↓ -10,000,000
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Jul 11 \| SOLARINDS	2%	₹1,360 Cr	985,817
Coromandel International Ltd (Basic Materials) Equity, Since 31 Dec 13 \| COROMANDEL	2%	₹1,323 Cr	5,728,809

7. HDFC Small Cap Fund

To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies.

Research Highlights for HDFC Small Cap Fund

Upper mid AUM (₹36,294 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 30.13% (upper mid).
3Y return: 23.19% (bottom quartile).
1Y return: -0.92% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.33 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Higher exposure to Industrials vs peer median.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~90%).
Largest holding Firstsource Solutions Ltd (~5.3%).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund Growth
Launch Date	3 Apr 08
NAV (16 Oct 25)	₹141.785 ↑ 0.46 (0.33 %)
Net Assets (Cr)	₹36,294 on 31 Aug 25
Category	Equity - Small Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	-0.33
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹19,232
30 Sep 22	₹19,913
30 Sep 23	₹27,468
30 Sep 24	₹37,138
30 Sep 25	₹36,557

HDFC Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 Invest Now

Returns for HDFC Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 25

Duration	Returns
1 Month	-1.7%
3 Month	-1.4%
6 Month	15.9%
1 Year	-0.9%
3 Year	23.2%
5 Year	30.1%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	20.4%
2023	44.8%
2022	4.6%
2021	64.9%
2020	20.2%
2019	-9.5%
2018	-8.1%
2017	60.8%
2016	5.4%
2015	6.4%

Fund Manager information for HDFC Small Cap Fund

Name	Since	Tenure
Chirag Setalvad	28 Jun 14	11.19 Yr.
Dhruv Muchhal	22 Jun 23	2.2 Yr.

Data below for HDFC Small Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Industrials	22.28%
Consumer Cyclical	18.62%
Technology	13.47%
Health Care	12.52%
Financial Services	10.72%
Basic Materials	7.57%
Consumer Defensive	2.29%
Communication Services	1.87%
Utility	0.31%

Asset Allocation

Asset Class	Value
Cash	10.36%
Equity	89.64%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Firstsource Solutions Ltd (Technology) Equity, Since 31 Mar 18 \| FSL	5%	₹1,917 Cr	54,611,834 ↑ 158,714
eClerx Services Ltd (Technology) Equity, Since 31 Mar 18 \| ECLERX	4%	₹1,591 Cr	3,769,083 ↓ -210
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Jun 19 \| ASTERDM	4%	₹1,450 Cr	24,127,134
Gabriel India Ltd (Consumer Cyclical) Equity, Since 31 Oct 18 \| GABRIEL	3%	₹1,261 Cr	10,940,190 ↓ -566,582
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 31 Jul 23 \| ERIS	3%	₹1,094 Cr	6,077,924 ↑ 42,042
Bank of Baroda (Financial Services) Equity, Since 31 Mar 19 \| BANKBARODA	3%	₹1,090 Cr	46,828,792
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Jul 23 \| FORTIS	3%	₹918 Cr	10,073,132
Sudarshan Chemical Industries Ltd (Basic Materials) Equity, Since 29 Feb 24 \| SUDARSCHEM	2%	₹863 Cr	5,767,180 ↑ 32,905
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Jul 23 \| 543308	2%	₹805 Cr	11,127,166
Power Mech Projects Ltd (Industrials) Equity, Since 31 Aug 15 \| POWERMECH	2%	₹719 Cr	2,392,936

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.